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ACM

801 Twelve Oaks Center Drive
Suite 817
Wayzata, Minnesota 55391
Tel: 612-217-1143

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About ACM

ACM, formally registered with the SEC as ACM. The firm was established in 09/26/2017. They have over 2 offices throughout the country.

ACM is a Wayzata, Minnesota based Financial Planning firm with nearly $212,813,314 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#285739
SEC#801-111736
Assets Managed by Firm$212,813,314
No. of Clients14
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total14$212,813,314
Individuals (other than high net worth individuals)8$271,861
High net worth individuals4$388,883
Pension and profit sharing plans1$161,685,475
Charitable organizations1$50,467,095

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GALLIARD CAPITAL MANAGEMENT
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